Fourpath Capital Management, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 313573
- Registered since
- April 26, 2021
- Website
- www.reuterjameswealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.76%
- Individuals17.91%
- Corporations / Businesses13.95%
- Pension & Profit Sharing Plans2.22%
- Charitable Organizations2.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fourpath Capital Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2021) and described as an individual-owned capital allocator serving both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds41%
- State & Local Bonds6%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$378M in ETFs
75%
$282M
17%
$96.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $59.8M | 1,187,131 | 15.82% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 4727 Gaillardia Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Acorn Capital Management
RIAOklahoma City, OK
Retirement Investment Advisors Inc
RIAOklahoma City, OK
Castlepoint Wealth Advisors
RIAOklahoma City, OK
Plan Group Financial, Inc.
RIAOklahoma City, OK
Tom Johnson Investment Management, LLC
RIAOklahoma City, OK
Vista Investment Partners LLC
RIAOklahoma City, OK